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INSTRUCTOR

David Peters

129 Courses • 6247 Reviews
CPA, CFP, CLU, CPCU, MST, MBA
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Courses from David Peters

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  • Financial Reporting & Statements

    Exploring Client Advisory Services: Tying Out Financial Statements

    David Peters
    1 CPD hour
  • Financial Reporting & Statements

    Client Advisory Services: Account Reconciliations, Software Best Practices, & Common Reports

    David Peters
    5
    (2)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Debt Amortization

    David Peters
    1 CPD hour
  • Investing

    Lifecycle Financial Planning: Investment Planning - Alternative Investments

    David Peters
    5
    (3)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Journal Entries - Cash

    David Peters
    5
    (7)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Cash & Accrual Basis Concepts

    David Peters
    5
    (2)
    1 CPD hour
  • Financial Planning

    Lifecycle Financial Planning: Behavioral Finance Biases

    David Peters
    5
    (3)
    1 CPD hour
  • Corporate Finance

    Building a Better Budget in a Time of Uncertainty

    David Peters
    5
    (41)
    5.5 CPD hours